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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Gregory O

Series 65

Abilene, TX

William Madison Advisors, Inc.

Gregory Oglesby is a financial advisor at William Madison Advisors, Inc. in Abilene, TX, holding a Series 65 designation with five years of industry experience. Prior to joining William Madison Advisors in 2019, he worked at Abilene Christian University from 2014 to 2019. William Madison Advisors provides fee-only investment management, financial planning, and consultation services to individuals, trusts, retirement plans, foundations, and other institutions. The firm emphasizes a long-term asset allocation strategy guided by written Investment Policy Statements and integrates personal financial planning with discretionary portfolio management and regular performance reporting.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Rachel E

CFP®

Abilene, TX

William Madison Advisors, Inc.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Cary B

CFP®, PFS™

Abilene, TX

William Madison Advisors, Inc.

Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Benjamin M

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Benjamin Mcanally is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Abilene, Texas, and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining Sanctuary Advisors in 2021. Outside of his advisory role, he is a member of McAnally Endeavors LLC, a business focused on embroidery and retail clothing owned jointly with his spouse. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and incorporates third-party models and sub-advisors, supported by an integrated affiliate structure and recent consolidation activities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Michael H

Series 63, Series 66

Abilene, TX

Sanctuary Advisors, LLC

Michael Hull is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Hull serves as Secretary on the board of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a network of independent advisors and affiliated broker-dealers.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Bill B

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Bill Burnes is a Series 66 licensed advisor at Sanctuary Advisors, LLC with experience at multiple firms including Sanctuary Securities, Inc. and the University of Mississippi. Outside of financial services, he has been involved in entrepreneurial activities such as 3 Men Moving and Storage LLC and Blue Delta Jean Co. Sanctuary Advisors, LLC is an SEC-registered enterprise investment adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans through a network of over 380 independent investment adviser representatives. The firm offers tailored financial planning and portfolio management solutions, utilizing a range of strategies across asset classes and employs both proprietary and third-party resources.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Kimberley C

Series 66

Abilene, TX

Edward Jones

Kimberley Cole is a financial advisor at Edward Jones with 28 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Prior to that, she held positions at Raymond James, First Financial Bank, and Cetera. Outside of her advisory work, she owns and operates a dog breeding business called Colehounds in Baird, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Phillip H

CFP®, Series 63, Series 65

Abilene, TX

Cetera

Phillip Hettich Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with Cetera and has previously worked at Edward Jones, Raymond James Financial Services, and First Financial Bank. He also operates his own financial services businesses focused on financial planning, estate and legacy planning, insurance, and investment advising. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jon H

Series 66

Abilene, TX

LPL Financial

Jon Hymer is a Series 66-licensed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked for SCF Securities, Inc. and SCF Investment Advisors, Inc. for a decade. Outside of his advisory role, he is involved in non-variable insurance activities on a limited basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brenda D

ChFC®, Series 66

Abilene, TX

Edward Jones

Brenda Davis is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in Abilene, TX. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors that serves more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Don F

Series 63

Tuscola, TX

Raymond James Financial

Don Foster is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James since 1990 and concurrently works with The Bank & Trust and Westex Investment Services, Inc. Foster also serves as a power of attorney for family members, managing personal financial and administrative matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through brokerage, advisory accounts, and outside manager relationships.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Chipper W

Series 63, Series 65

Abilene, TX

LPL Financial

Chipper Watson is a financial advisor with LPL Financial in Abilene, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney spanning from 2012 to 2022. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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